Retirement plan

STEVEN BROWN CATERERS, INC. 401(K) SAVINGS PLAN AND TRUST

Name: STEVEN BROWN CATERERS, INC. - STEVEN BROWN CATERERS, INC. 401(K) SAVINGS PLAN AND TRUST (2018) Form 5500
Creator: STEVEN BROWN CATERERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STEVEN BROWN CATERERS, INC. 401(K) SAVINGS PLAN AND TRUST, STEVEN BROWN CATERERS, INC.

STEVEN BROWN CATERERS, INC.EIN 13-3917530Plan #001PY 2018

3803 24TH STREET - LONG ISLAND CITY, NY 11101212-406-7861stevenbrowncaterers.comLinkedIn11-50 employeesrestaurants

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-1.8% from 2017

Total participants

+50.0% from 2017

Average account balance

$44,268

-34.5% from 2017

Annual return

-4.06%

-12.41 pp from 2017

Benchmarks

See 7,242 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,242 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$64K

$3376 / participant

Other / not subdivided$64K100.0%

% of EOY assets

5.367%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,268

$104,106-57.5%

$71,086-37.7%

$135,379-67.3%

Participation rate

100.0%

65.7%+34.3pp

54.7%+45.3pp

82.6%+17.4pp

Annual return

-4.06%

1256.30%-1260.4pp

650.59%-654.7pp

519.79%-523.9pp

Employer contribution / active EE

$1,968

$1,485+32.5%

$1,088+80.9%

$4,779-58.8%

Participant deferral / active EE

$2,844

$2,527+12.6%

$1,874+51.8%

$5,609-49.3%

Admin fee / account holder

$2,376

$4,142-42.6%

$3,082-22.9%

$10,828-78.1%

STEVEN BROWN CATERERS, INC. 401(K) SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STEVEN BROWN CATERERS, INC. 401(K) SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion